JFS Wealth Advisors’s Middlesex Water MSEX Stock Holding History

JFS Wealth Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337	Buy	+6	New	+$316	﹤0.01%	2039
2024 Q1	–	Sell	-3	Closed	-$197	–	2022
2023 Q4	$197	Buy	+3	New	+$198	﹤0.01%	1906
2023 Q3	–	Sell	-4	Closed	-$323	–	1992
2023 Q2	$323	Buy	+4	New	+$313	﹤0.01%	1819
2023 Q1	–	Sell	-4	Closed	-$315	–	1981
2022 Q4	$315	Buy	4 +2	+100%	+$174	﹤0.01%	1798
2022 Q3	$0	Buy	+2	New	+$179	﹤0.01%	1854
2022 Q2	–	Sell	-2	Closed	–	–	1864
2022 Q1	$0	Buy	+2	New	+$204	﹤0.01%	1911

Other funds holding MSEX

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors's MSEX Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Middlesex Water (MSEX) in Q2 2026: 6 shares worth $337. The stake represents ﹤0.01% of the portfolio and ranks #2039 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in MSEX as recently as Q4 2023.

JFS Wealth Advisors first reported a position in MSEX in Q1 2022 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold MSEX as of Q2 2026.

JFS Wealth Advisors held 6 shares of Middlesex Water worth $337 as of Q2 2026.
Middlesex Water was a new JFS Wealth Advisors position in Q2 2026.
Middlesex Water made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2039 holding.
JFS Wealth Advisors first reported a position in Middlesex Water in Q1 2022 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.